- \n
- <\/i><\/span><\/span>Sales\/Marketing Professional<\/strong>\n
- \n
- A person who obtains business contact information for potential\/existing customers<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Business Flow (Complexity of Workflow: 13)<\/div>\n\n\n\n
- \n
- <\/i>0<\/span><\/span><\/span>1. Change customer information<\/strong>\n
- \n
- The person in charge will register the Salesforce account update information.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>24<\/span><\/span><\/span>1. Enter additional information for the account object<\/strong>\n
- \n
- The person in charge will add and register the Salesforce customer information.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>21<\/span><\/span><\/span>Create JSON for transmission<\/strong>\n
- \n
- The workflow platform sets the data to be added\/updated (in JSON format) to be passed to the Salesforce API.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>28<\/span><\/span><\/span>Set Title<\/strong>\n
- \n
- The workflow platform sets the subject and the add\/update type.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>29<\/span><\/span><\/span>Set Title<\/strong>\n
- \n
- The workflow platform sets the subject and the add\/update type.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>25<\/span><\/span><\/span>[Add] Salesforce Account Object<\/strong>\n
- \n
- The workflow platform will launch the Salesforce integration app (for additional users).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>22<\/span><\/span><\/span>[Update] Salesforce Account Object<\/strong>\n
- \n
- The workflow platform launches the Salesforce integration app (for updates).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Workflow Diagram (click to open)<\/div>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/update-insert-salesforce-customer-object-20211102-diagram-en.png?ssl=1\")
<\/figure>\n\n\n\n- \n
- BPMN Icons\n
- \n
- Start Event<\/li>\n\n\n\n
- End Event<\/li>\n\n\n\n
- Join Gateway<\/li>\n\n\n\n
- XOR Gateway<\/a><\/li>\n\n\n\n
- Human Task<\/a><\/li>\n\n\n\n
- Update Data<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business Process Variables (#of Data Item: 10)<\/div>\n\n\n\n- \n
- <\/i><\/span>Customer to be Updated<\/strong>q_customer_object_for_update<\/span>
10<\/code>*<\/span>\n- \n
- When updating a salesforce account object, the target account is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer Name<\/strong>q_customer_object_name<\/span>
6<\/code>\n- \n
- The name of the customer is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Website<\/strong>q_customer_object_website<\/span>
7<\/code>\n- \n
- Contains the business partner’s website.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Telephone Number<\/strong> q_customer_object_phone<\/span>
8<\/code> <\/li>\n\n\n\n- <\/i><\/span> Number of Employees<\/strong> q_customer_object_NumberOfEmployees<\/span>
9<\/code> <\/li>\n\n\n\n- <\/i><\/span> Corporate Number<\/strong> q_customer_object_CorporateNumber<\/span>
4<\/code> <\/li>\n\n\n\n- <\/i><\/span>List of Registered Account Objects in Salesforce<\/strong>q_customer_object_list<\/span>
2<\/code>\n- \n
- The customer information (option master) that matches the selected customer name will be stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>JSON for Transmission<\/strong>q_json_to_salesforce<\/span>
12<\/code>\n- \n
- This stores the data (JSON format) used to execute the Salesforce Account object addition\/update API.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>\u25c6 Script<\/strong><\/span>
3<\/code>\n- \n
- Script to control the input screen when updating a customer<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Add \/ Update<\/strong>q_post_or_update<\/span>
5<\/code>\n- \n
- The execution type (add\/update) of this application is stored.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n
<\/i> Field Name<\/span>,
num<\/code>, Initial Value<\/span><\/p>\n\n\n\n<\/i> Download<\/h3>\n\n\n\n
- \n
- Add_Update_Salesforce_Account_Object.qar<\/a> (Latest)<\/li>\n\n\n\n
- update-insert-salesforce-customer-object-20211102-en.qar<\/a>\n
- \n
- update-insert-salesforce-customer-object-20211102-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/i> This archive contains the BPMN icons that are not available in the Basic edition.<\/p>\n\n\n
<\/div>\n\n\n\n<\/i> Notes<\/h3>\n\n\n\n
- \n
- You need to associate the Swimlane settings according to your organizational structure upon import<\/li>\n\n\n\n
- This app uses the Salesforce Cooperation Process<\/a>. Before importing this app, please download, import, configure, and release it using the Salesforce Cooperation Process<\/a>.<\/li>\n\n\n\n
- When updating a record of a Salesforce Account object, a choice master used in the App Shared Add-on Select-type data item is used.\n
- \n
- Before using this app, please prepare and set up the Customer Name Master (ID: Salesforce Customer Object ID, Display Label: Customer Company Name) and Customer Information Master (ID: Salesforce Transaction Object ID, Display Label: Various Customer Information).<\/li>\n\n\n\n
- Please take advantage of the App Automatic Update of Customer Choice Master, Salesforce Customer Object Import<\/a> which can obtain data from Salesforce. (Currently Japanese version only.)<\/li>\n\n\n\n
- This app is set up to use two masters: “demo-customer-name-master-on-salesforce.xml” and “demo-customer-information-master-on-salesforce.xml”.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/i> Arrangement Tips<\/h3>\n\n\n
<\/span>Spoiler title<\/div>\n\n\n\n<script type="text\/javascript">\njQuery(document).ready(function(){\n\tjQuery('select[name="data[2].selects"]').parent().parent().parent().hide();\n\tvar objs = new Array(jQuery('select[name="data[2].selects"]'));\n\tvar htmls = new Array(jQuery('select[name="data[2].selects"]').html());\n\tjQuery('select[name="data[10].selects"]').change(function(){\n\t\tpcode = jQuery('select[name="data[10].selects"]').val();\n\t\tfor(var i=0; i < objs.length; i++){\n\t\t\tobjs[i].html(htmls[i]);\n\t\t\tobjs[i].children().each(function(){\n\t\t\t\ttry{\n\t\t\t\t\tvar val = jQuery(this).attr("value");\n\t\t\t\t\tif(val.indexOf(pcode, 0) != 0){\n\t\t\t\t\t\tjQuery(this).remove();\n\t\t\t\t\t}\n\t\t\t\t}catch(e){\n\t\t\t\t\tobjs[i].html(htmls[i]);\n\t\t\t\t}\n\t\t\t});\n\t\t}\n\t\tvar infos = (jQuery('select[name="data[2].selects"]').text().replace(\/^\\s+|\\s+$\/g, "")).split("|:|");\n\t\tjQuery('input[name="data[6].input"]').val(infos[0]);\n\t\tjQuery('input[name="data[7].input"]').val(infos[1]);\n\t\tjQuery('input[name="data[8].input"]').val(infos[2]);\n\t\tjQuery('input[name="data[9].input"]').val(infos[3]);\n\t\tjQuery('input[name="data[4].input"]').val(infos[4]);\n\t});\n});\n<\/script><\/code><\/pre><\/div>\n\n\n<\/div><\/div>\n\n\n\n<\/i> Capture<\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/update-insert-salesforce-customer-object-20211102-img0-en.png?ssl=1\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/update-insert-salesforce-customer-object-20211102-img1-en.gif?ssl=1\")
Example of “1. Change customer information” process input<\/figcaption><\/figure>\n\n\n\n ![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/update-insert-salesforce-customer-object-20211102-img2-en.png?ssl=1\")
Example of customer name and customer information master registration<\/figcaption><\/figure>\n\n\n\n ![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/update-insert-salesforce-customer-object-20211102-img3-en.png?ssl=1\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/07\/update-insert-salesforce-customer-object-20211102-img4-en.png?ssl=1\")
<\/figure>\n\n\n\n<\/p>\n\n\n\n
<\/i> See also<\/h3>\n\n\n\n
- This app is set up to use two masters: “demo-customer-name-master-on-salesforce.xml” and “demo-customer-information-master-on-salesforce.xml”.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
- When updating a record of a Salesforce Account object, a choice master used in the App Shared Add-on Select-type data item is used.\n
- update-insert-salesforce-customer-object-20211102-en.qar<\/a>\n
- Add_Update_Salesforce_Account_Object.qar<\/a> (Latest)<\/li>\n\n\n\n
- The execution type (add\/update) of this application is stored.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n
- <\/i><\/span> Number of Employees<\/strong> q_customer_object_NumberOfEmployees<\/span>
- Human Task<\/a><\/li>\n\n\n\n
- BPMN Icons\n
- The workflow platform launches the Salesforce integration app (for updates).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
- <\/i>0<\/span><\/span><\/span>1. Change customer information<\/strong>\n
- A person who obtains business contact information for potential\/existing customers<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n